Active Campaign Best Quiz

To begin building an automation in ActiveCampaign, begin with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is added When a contact registers for a list When a contact submits a form E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin constructing the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send an email Alert a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s place in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and remove tags Add a note Lead scoring, SMS and website messages, and Facebook Customized Audience management are all “Pro” functions – .

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can trigger an automation when: The contact submits a form The contact makes a purchase A tag is included to the contact A customized field is upgraded with a certain value From there, you can produce Conditions, to inspect whether the contact has a particular tag or customized field value.

You can likewise create Events, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date happens A customized field is updated with a specific value You do not create emails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary method I develop my list is through an email course. ActiveCampaign makes it easy for me to construct my email course exactly how I wish to construct it. Many marketers construct very easy email sequences for their “e-mail courses.” A contact indications up, and then that contact right away begins getting lessons.

It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I don’t do that technique. My email course is by hand synced with this countdown timer on my site. You need to register by Friday night, and a new course begins each Monday early morning. When I initially attempted this approach, I was on MailChimp.

Here’s the automation I utilize to welcome brand-new students to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome e-mail ().” The automation verifies that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” e-mail to get the trainees prepared for next week’s course, and encourage them to share it with pals.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up email the following Friday early morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I don’t desire to send the very same email to every person on my list. I wish to send them the proper email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it validates that they haven’t currently acquired the product I pitch in the webinar.

Then it sends a series of e-mails to get them interested in the webinar, and to motivate them to register. If they register, they right away struck the “Objective” towards completion of the webinar, and the automation ends. If they do not register, they get contributed to an automation promoting a rebroadcast of the webinar. .

This allows me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam integration panel: I can include tags based upon whether the contact registered, went to, missed out on, or based upon how long they stayed in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it more likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my e-mails make it harder for other e-mails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, removes all of those tags, and begins this automation over once again.

This automation can be frustrating in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box service. However, since you can do anything with ActiveCampaign, often you have to construct things from scratch. ActiveCampaign has a choice to erase non-active subscribers, which I do not recommend.

Some subscribers do not have tracking turned on, so their opens aren’t recorded. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one email asking if they still wish to be subscribed, and briefly describing why I keep my e-mail list tidy. In one week, I send them another e-mail (if they already clicked on the confirmation link in the previous email, they have actually already been removed from the automation utilizing a separate automation) – .

The automation then unsubscribes them. My emails likewise have a link to a kind where they can enter their email address to let me know that they do not have tracking enabled. This form includes a tag that I utilize to filter those contacts out. . I utilized to add this tag when they clicked on a link, but when individuals do not have tracking on, it makes those links not work so reliably! I just send an easy “do you still want my emails?” verification.